Description
Track your Monthly Profit with Ease
When you are first starting out with a small business, start up expenses can pile up and things can get overwhelming! The good news is can track almost everything you need related to sales and expenses, in a simple spreadsheet template.
If you are looking for a simple, quick way to track your monthly sales and expenses, this template will help you save time with monthly summary pages already set up for you to review.
This Excel template was designed to give you a clear picture of your numbers—quickly and simply.
With one summary page for each month and a running annual totals page, this template helps you stay on top of your business finances without overwhelm.
Built for Efficiency
Instead of manually entering every sale, this template allows you to import data directly from your selling platforms. Easy-to-follow instructions are included to show you how to download CSV files from your accounts and paste them into the appropriate tabs. The summary pages automatically update to show your totals for sales, fees, and more—broken out by month.
You can also enter sales manually if you prefer.
Compatible With Top Sales Platforms
Depending on where you sell, you can import your sales and fee data from:
- Etsy
- PayPal
- Amazon Handmade
- Stripe
- Square
Smart Features That Save Time
Shipping Profit Calculation
Track the difference between your collected shipping income and the cost of your shipping labels (Etsy, PayPal USPS, etc.). The template calculates your shipping profit or loss automatically.
Organize Your Business Expenses
Log your expenses into multiple categories, including:
- Tools
- Materials
- Office Supplies
- Cost of Goods Sold
- Packaging Materials
- Marketing
- Shipping Labels
- Listing & Transaction Fees
- Education & Training
- Other Expenses
BONUS: Also add up to 3 of your own unique categories to track.
What You’ll Receive
- A PDF with step-by-step instructions and link to demonstration video
- Personalized excel file with your name and/or shop name
Please Note
- This file is not intended to provide tax advice. It is a tool for summarizing your financial data.
- Redistribution or resale of this template is not permitted.
Warning: This template is for business owners who plan to DIY their own bookkeeping
Using a spreadsheet template is a great way to keep track of your expenses and sales for bookkeeping. But if you are ready to hire someone to do the bookkeeping for you, and remove this task of your own plate, consider The Collective (that’s who I use now!).
With a Collective membership, they can handle your monthly bookkeeping tasks, payroll, accounting, and did I mention at tax time they will handle: Not just your business taxes, but your personal taxes too! Having 1 place that does it all, has been such a time-saver. I’ve been using Collective for the last 2-3 years, and that’s the only reason I’m recommending on this page (and yes, that means I got an affiliate link, so they can track if I referred you- so thank you).
Whether you DIY or Delegate – You’re Doing Great! One of the biggest advantages of using excel templates is you pay once and reuse the template year after year – and that’s something I did for years.
When you hire Collective to do the work for you, it’s either a monthly or annual fee – but if you are at the point in your business where you have the resources to outsource this task, Collective is a fantastic option to consider. I wanted to make sure you knew this option was out there.
Customer Reviews of this Template
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“Wonderful spreadsheet for keeping up with your sales and expenses. Love the fact that I can just copy and past my Etsy and Paypal CSV’s into the spreadsheets, then everything is all totaled on the first sheet. Quick and easy. Erin is great to work with, she answered all my questions and quickly to. Thanks so much! ” – Robin
“I wish I had bought this spreadsheet sooner! It truly is time saving and very easy to understand. Plus, Erin is very communicative and will be there for you if you have any questions. Purchase this template already and make your life easier!” – Valerie
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You will receive via email, an Excel Spreadsheet and a PDF with directions. Will work with all version MS Excel. Templates come personalized with your name and/or shop name.
See more handmade seller templates here.
See more general business templates here.
